by SemiMarketTrends | Feb 27, 2018 | Forecasts
Huawei Next Gen Flagship P Series to Include Triple Rear Camera (Huawei, Sony, OmniVision, LGIT, Lite-On, O-film) The following views and opinions are based upon our ongoing research: (Supplier details, camera and zoom features, density below) Huawei is targeting 3x...
by SemiMarketTrends | Feb 27, 2018 | Forecasts
Apple continues to test augmented reality glass prototypes (LCoS, MicroLED, glass, speaker and frame design technology below) Companies: Apple, Largan, Catcher, AAC, Corning, Himax, Schott, Jasper Augmented reality applications are planned post 2019 for Apple devices...
by SemiMarketTrends | Feb 25, 2018 | Forecasts
Our C4Q17 iPad production estimate finished ~13-14mu or down 4% y/y. CY17 production finished ~45mu which is up 4% y/y. Our current C1Q18 iPad production estimate is ~10.6mu vs. out previous 11m. This up from a C1Q17 production of 9.1mu or up 16% y/y. Apple is...
by SemiMarketTrends | Feb 24, 2018 | Forecasts
MediaTek _ Incremental Cuts to Wafer Starts for P23 and P30 at TSM Driving TSM’s 16nm Utilization Rates Lower Key Takeaways: MediaTek likely reduced wafer-in volumes on the P23 and P30 application processors in 1Q18 from ~46K to ~42K on the P23 and from ~30K to ~26K...
by SemiMarketTrends | Feb 20, 2018 | Forecasts
Apple’s design and quality specs leading to further delays for AirPower Companies: Apple, AirPower, Jabil, ShinEtsu, Pegatron AirPower’s MP schedule now likely delayed until February 2018 Jabil’s casing seems to be the key gating factor on AirPower’s MP Based on our...
by SemiMarketTrends | Feb 19, 2018 | Forecasts
Bitmain ASICs fills TSMs 16nm with large orders (Bitmain, TSM, NVDA, XLNX) Companies: Bitmain, TSM, NVDA, XLNX Summary: Bitmain, not NVDA is likely the company placing large orders with TSM. The order magnitude might be large enough to cause TSM to increase capacity...
